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63 changes: 63 additions & 0 deletions src/content/docs/project/plans/index.md
Original file line number Diff line number Diff line change
Expand Up @@ -252,3 +252,66 @@ Filters allow you to dynamically **include or exclude tests in a plan** based on
:::

![Collections & filters](./images/att8_5256.png)

## Managing Plans

Efficient management of test plans is key to keeping your testing organized and transparent. In Testomat.io, you can group and organize plans using **Labels**, making it easy to filter, find, and manage multiple plans at once.

### Benefits of Using Labels for Plans

By assigning labels to your plans, you can:

- Organize plans by category, team, or purpose – e.g., 'Regression', 'Smoke', 'QA'
- Filter plans quickly – instantly narrow down the list of plans by selecting specific labels
- Maintain consistency across projects – ensure all plans follow a structured labeling system
- Apply bulk actions easily – assign or remove labels from multiple plans at once using multi-selection

Labels provide a flexible way to group and manage plans according to your workflow.

### How to Assign Labels to Plans

1. Go to the **Plans** page
2. Open a plan or select multiple plans using multi-selection mode
3. Click the **Labels**
4. Select the labels you want to assign
5. Click **Add** button

![Assign Labels to Plans](./images/gif1_518.gif)

:::note

You can create new labels or manage existing ones in [Settings → Labels & Fields](https://docs.testomat.io/advanced/tags-labels/labels-and-custom-fields/#how-to-add-labels--custom-fields). Make sure to set the Scope to Plans so labels are applied correctly.

:::

### Filtering Plans by Labels

Testomat.io offers two convenient ways to filter your plans using **labels**:

1. Using the **Filter Bar**:

- Click the **filter** icon next to the search bar
- Apply one or multiple labels
- This method allows multi-label filtering, showing only plans that match all selected labels

![Filter Bar](./images/att2_7821.png)

2. Using the **Quick Filter Panel**

- All labels currently in use are displayed
- Select a single label from this list to quickly filter plans
- This method is ideal for fast, one-label filtering

![Quick Filter Panel](./images/att3_7821.png)

:::note

Use the **Filter Bar** for more advanced multi-label filtering, and the **Quick Filter Panel** for fast access to frequently used labels.

:::

### Example Use Cases

- QA lead wants to see only Regression plans – assign a 'Regression' label to all relevant plans and filter by it
- A team working on Frontend tests can quickly access all their plans by using the 'Frontend' label
- During release planning, project managers can filter plans by priority or milestone labels to focus on relevant test coverage